We are live on ! Find out more
PECO icon

Phillips Edison & Co

403 hedge funds and large institutions have $6.08B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $277K

61% more capital invested

Capital invested by funds: $3.76B → $6.08B (+$2.31B)

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

2.22% more ownership

Funds ownership: 81.56%83.78% (+2.2%)

0% more funds holding

Funds holding: 402403 (+1)

Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
143
Reduced
127
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.56M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$22.1M +$5.37M +140,861 +31%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$22M -$1.91K -50 -0%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$19.1M +$4.24M +111,209 +28%
ECM
29
ExodusPoint Capital Management
New York
$18.7M +$14.7M +386,145 +341%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$15.2M -$454K -11,928 -3%
Ameriprise
31
Ameriprise
Minnesota
$15M -$796K -20,892 -5%
Invesco
32
Invesco
Georgia
$14.7M +$477K +12,521 +3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$14.7M +$110K +2,881 +0.7%
Millennium Management
34
Millennium Management
New York
$14M -$5.37M -141,031 -27%
Verition Fund Management
35
Verition Fund Management
Connecticut
$14M +$13.3M +349,758 +1,534%
LPL Financial
36
LPL Financial
California
$13.9M +$1.58M +41,468 +13%
Deutsche Bank
37
Deutsche Bank
Germany
$13.5M +$1.29M +33,933 +10%
Barclays
38
Barclays
United Kingdom
$12.5M +$2.05M +53,865 +19%
UBS Group
39
UBS Group
Switzerland
$11.8M +$6.33M +166,282 +112%
Bank of America
40
Bank of America
North Carolina
$11.5M -$1.09M -28,497 -9%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.4M +$1.73M +45,521 +18%
KCM
42
Kennedy Capital Management
Missouri
$11.4M -$357K -9,377 -3%
JG
43
Jain Global
New York
$10.6M +$10.8M +282,679 New
Asset Management One
44
Asset Management One
Japan
$10.5M +$248K +6,500 +2%
BIC
45
B&I Capital
Switzerland
$9.7M +$1.77M +46,500 +22%
SEI Investments
46
SEI Investments
Pennsylvania
$9.3M +$2.33M +61,110 +33%
Swiss National Bank
47
Swiss National Bank
Switzerland
$9.02M +$68.6K +1,800 +0.8%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.18M -$47K -1,234 -0.6%
Osaic Holdings
49
Osaic Holdings
Arizona
$7.7M -$454K -11,927 -5%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$7.41M -$53.7K -1,409 -0.7%

PECO Hedge Fund Activity: Q4 2024 in Review

403 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2024, worth a combined $6.08B — up 61% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PECO positions and 43 closed out — a net gain of 7 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $42.8M sold.

  • 403 institutional investors held Phillips Edison & Co (PECO) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $6.08B of Phillips Edison & Co stock for Q4 2024, up 61% quarter-over-quarter.
  • 50 funds opened new Phillips Edison & Co positions in Q4 2024 and 43 closed out, a net change of +7 holders.
  • The largest Phillips Edison & Co buyer in Q4 2024 was BlackRock, an estimated $23.6M added.
  • The largest Phillips Edison & Co seller in Q4 2024 was Centersquare Investment Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2024.